Workday Overview & Magento 2 Integration

In the following article, we explore an ERP system designed for medium and large businesses. Meet Workday – your number one time saver when it comes to financial management and HR. Below, we shed light on the core features of the platform as well as provide a detailed guide on the Magento 2 Workday integration.

Workday Overview

Let’s take a look at the most prominent benefits and features of the Magento 2 Workday integration.

Benefits

• Decision Making. The Magento 2 Workday integration improves your decision making and lets you build a smarter business. The system offers real-time reporting and analytics as well as various financial management and HR apps. With this robust instrument, you will always be able to keep tabs on what’s going on within your enterprise and take the necessary actions anytime, anywhere.
• Scalability & configurability. The Workday financial management and HR system is very flexible and scalable. Thus, you can configure it according to your specific business requirements as well as let the system grow with your company. The Magento 2 Workday integration is ideally suited to meet your organization’s everchanging needs.
• Unstoppable Growth. Being flexible, customizable, and configurable makes the Workday platform suitable for rapidly growing businesses. The system not only easily fit into the new business environment but also accelerates the growing enterprise.
• Multipurposeness. With the Magento 2 Workday integration, you no longer need any additional tools to make your financial management and HR system complete. The platform lets you keep tabs on finances, payrolls, and people.
• Engagement. This term can be applied not only to your interaction with customers but also to your employees. Due to a user-friendly and intuitive interface, support for all possible devices, and cloud availability, Workday will engage your people motivating them to work more efficiently.
• Agility. New regulations, workforce shifts, new business directions, and braches are no longer a problem with the Magento 2 Workday integration. The financial management and HR system lets you leverage the agility necessary to respond to the most unexpected changes.
• Security. Workday guaranties the highest security and maximum uptime. All your sensitive data will be protected and available 24/7. With the latest software version, you will have zero downtime. Also, note that all updates are provided automatically!
• Workday Magento 2 Integration. AIt is also necessary to mention that we provide the easiest way to connect your e-commerce website to the financial management and HR platform. The corresponding tool is described below. Now, let’s concentrate on the products included in the Workday suite.

Products

The Workday financial management and HR platform offers the following key products:

• Business Planning. The Magento 2 Workday integration lets you connect to the Adaptive Insights Business Planning Cloud to get everything necessary for successful planning and efficient adaptation to business changes. Two core instruments of this product include financial planning – to make financial planning more collaborative, comprehensive, and continuous – and workforce planning – to build workforce plans that align with your business goals.  
• Financial Management. When it comes to financial management, the Magento 2 Workday integration lets you leverage accounting, consolidation, procurement, projects, reporting, and analytics. Just imagine a single financial system that combines all these tools: it might simplify your daily duties dramatically! The platform allows you to work in the following directions: Accounting and Finance, Audit and Internal Controls, Global Foundation, Reporting and Analytics, Consolidate and Close, Revenue Management, Financial Planning, Expenses, Procurement, Inventory, Projects, Grants Management, etc.
• Human Capital Management (HCM). Another product that is worth your attention is HCM. The Magento 2 Workday integration lets you gain complete visibility into your workforce to keep your people engaged. The instrument includes the following features: Complete Human Resource Management, Reporting & Analytics in the corresponding area, Global Compliance for your workforce, Audit and Internal Controls, Workforce Planning, advanced Recruiting, fully-featured Talent Management, Learning and Compensation instruments, Benefits and Payroll Management, Time and Absence control, Expenses, etc. Could you imagine a more powerful HCM solution?
• Payroll. You will enjoy the payroll management system provided by the platform. It is easy, powerful, and flexible, providing you and your employees with the modern advantages of automated payrolls, time tracking, and guaranteed payments. Note that there are different software solutions for the U.S., Canada, the UK, and France! And with the powerful calculation engine, you will be able to handle even the most complicated payroll tasks!
• Prism Analytics. The Magento 2 Workday integration provides you with the most in-depth insights into financial, workforce, and operational data. The system prepares, analyzes, and lets you share all the necessary information securely. Thus, the flow of data can be spread between all employees who have access to the insights. Furthermore, you can work in an intuitive drag-and-drop environment creating a wide range of tables and charts. Use filters to get insights into any specific period with the data you need. The system turns raw data into actionable insights!
• Professional Service Automation. The Magento 2 Workday integration lets you use a single system to manage resources, projects, and financial data in one place. You can automate various processes from staffing to financial management. Define roles and find specialists, both internally and externally. Keep tabs on the needs of your employees, optimize stuffing by tracking projects history, feedback, skills, and costs of your consultants. Streamline machine learning to prevent future problems and reduce risks. What else do you need to make your business management more merchant-friendly and efficient?

Industries

Workday offers the following 16 critical solutions by industry:

1. Communications – provide your communications organization with a single system built to adapt with your growing business needs to drive growth and disrupt the competition.
2. Energy and Resources – respond to market shifts, new regulatory mandates, and changing customer demand with no delays gaining the most in-depth insights into your assets, costs, and crew assignments.
3. Financial Services – reduce risk, leverage real-time strategic insights, be compliant with regulatory standards, and quickly react to new market demands.
4. Government – leverage predictable costs, optimized workforce, and other Workday tools to achieve better efficiency and get deeper insights.
5. Healthcare – adapt to changing environments and streamline operations to boost efficiency.
6. Higher Education – achieve an entirely new dimension of efficiency running your institution with Workday. Manage such areas as finances, HR, students, and grants in a single place.
7. Hospitality – free up time for guest services by managing and developing your workforce and responding to change faster and more efficiently.
8. Insurance – grow written premiums, reduce costs, improve your underlying infrastructure to advance your business.
9. K-12 – better manage resources, operate more efficiently, and free up time to focus on more critical tasks.
10. Life Sciences – automate business management processes to better focus on research and product development.
11. Manufacturing – let the Workday tools streamline your daily duties while you can focus on strategic, revenue-generating activities.
12. Media and Entertainment – adapt to changing requirements and speed up your business growth consistently.
13. Nonprofit – operate more efficiently, achieving your philanthropic goals.
14. Professional and Business Services – leverage talent, customer engagement, and financial data, building a strategy around your people and services.
15. Retail – connect your e-commerce website to Workday to automate multiple business processes and free up time to concentrate on more critical activities.
16. Technology – transform how you recruit, sell, and adopt standards with Workday making your company more profitable.

Pricing

You have to contact Workday sales specialists regarding the costs of the platform.

Magento 2 Workday Integration

Now, when you know about significant benefits, products, and industries of Workday, we’d like to draw your attention to another very important topic – the Magento 2 Workday integration. Unfortunately, you cannot use the default tools to connect your e-commerce store to the financial management and HR platform, but there is a solution that enables seamless integration. Meet the Improved Import & Export Magento 2 extension – a universal tool that allows numerous Magento 2 integrations with external systems and other Magento 2 websites.

The module is designed to help you connect your Magento 2 website to Workday in a matter of minutes. And you can achieve this goal without a single line of code! It is only necessary to install the extension on your e-commerce website and let is automate data transfers between Magento 2 and Workday. Improved Import & Export creates a bridge between the two platforms based on API connections.

Features

The Improved Import & Export extension lets you leverage the following enhancements to run the Magento 2 Workday integration seamlessly:

• Automated invoices and revenue tracking;
• Data synchronization for:
  • Financial data;
  • Inventory;
  • Magento entities (all product types, orders, customers, and invoices);
  • Workday entities;
• Synchronization history;
• Attributes mapping to improve the accuracy of Magento 2 data in Workday;
• Automate data transfers via schedules or triggers.
• Support for multiple stores;
• Support for various currencies.

Let’s explore several use cases to illustrate the functionality of the plugin from the perspective of the Magento 2 Workday integration. Note that if Workday does not support some of the following entities, you can still leverage the described processes for integration with other systems.

Product Data

When you add a new product, update an existing one, or apply changes to the inventory, the Improved Import & Export Magento 2 extension transfers all the corresponding data to Workday updating the financial management and HR platform.

Order Data

When a customer places an order on your Magento 2 website, and it is paid successfully, a financial update is sent to Workday.

Customer Data

When a new customer registers on your Magento 2 storefront, Improved Import & Export can send the corresponding data to Workday. When a registered customer applies changes to his/her existing account, the module can transfer the data to the financial management and HR platform.

Income Tracking

Income tracking is another opportunity related to the Magento 2 Workday integration based on Improved Import & Export. Our extension can quickly transfer income data from your e-commerce website to Workday and back.

Payment Methods Mapping

Another opportunity related to the Magento 2 Workday integration is related to payment methods mapping. To enable free data transfers between the platforms, you can map them within a few clicks.

Tax Rates Mapping

The same is about tax rates: the Improved Import & Export module provides the ability to map tax rates used in Magento 2 to Workday, ensuring that tax calculations are correct.

Other Use Cases

The Magento 2 Workday integration based on the Improved Import & Export extension provides the ability to:

• choose what entities to move between the platforms: products, orders, customers, invoices, etc;
• use schedules or events to enable automated data transfers;
• synchronize the two systems by mapping Magento 2 attributes to ones used in Workday.

Get Improved Import & Export Magento 2 Extension

Workday API

Workday offers an open, standards-based SOAP API. You can freely leverage it for programmatic access to the financial management and HR platform. The Public Web Services API Directory directory provides the API Documentation for multi-tenant SOAP-based web services. Note that the corresponding WSDL and XML Schemas are included.

Although Workday offers programmatic access to your organization’s information via API, you should be familiar with software development and the user interface of Workday to leverage this approach. It is quite hard to manage everything by yourself, but there is no need to do that since we’ve already created a perfect bridge for data transfers which incorporates API integrations.

There is no limit to what you can do with the Improved Import & Export extension and the Magento 2 Workday integration. The module uses the REST API to connect your e-commerce website to external systems, but it can also leverage SOAP used by the ERP platform. To enable the Magento 2 Workday integration, the module creates multiple API connections, exchanging all entities between the two systems.

Improved Import & Export Magento 2 Extension Features

We’ve already explored the financial management and HR platform as well as some essential nuances of the Magento 2 Workday integration. Therefore, let’s take a look at the Improved Import & Export features that simplify the data synchronization between the two systems. Since our extension completely revamps the default import and export functionality of the platform, you get an absolutely new way of data transfers, which helps you avoid many issues associated with the built-in tools.

The default instruments don’t let you do the following things:

• Establish API connections;
• Automate data transfers;
• Map attributes;
• Leverage import/export of all entities.

As a result, it is necessary to repeat numerous processes every time a data transfer between Magento 2 and Workday is required. Usually, you have to recreate changes applied to your e-commerce store in a financial management and HR system manually. Since the integration requires multiple updates per day, it turns into a complete waste of time. But the problem can be easily solved with the help of a more reliable solution.

The Improved Import & Export extension allows transferring all information from Magento 2 to Workday and back. Note that all processes are automated: relax while the plugin transfers data, matches different external attributes and their values from one system to another, leverages multiple API connections in the integration working with all entities. The Magento 2 Workday integration becomes a breeze with our module.

Automated Import & Export

The Workday Magento 2 integration is a continuous process that requires advanced automation. And Improved Import & Export provides the ability to avoid daily duties related to data transfers via schedules and event-based triggers, which entirely automate them.

Schedules

Schedules represent the most intuitive and straightforward way of automation in different data transfers, including the Magento 2 Workday integration. The flow of information between the two systems is based on cron. You specify a time interval and the extension imports/exports updates according to it letting you create fully independent import and export jobs with several different options:

• custom intervals,
• customizable, predefined update schemes,
• profiles with no schedules (which are suitable for maintaining such tasks as migration to Magento 2),
• and asynchronous data transfers (launch every scheduled profile manually whenever you want).

Events

Event-based triggers are another huge improvement provided by the Improved Import & Export extension. They introduce a more flexible approach to the Magento 2 Workday integration exchanging data in real time. Use the following algorithm to automate data transfers between the two systems:

1. Create a trigger;
2. Connect it to an event;
3. Link an action to a trigger to launch it automatically.

Thus, transferring data to Workday with the help of a trigger dramatically simplifies the integration. When something happens in Magento 2, the plugin transfers the corresponding data to the financial management and HR platform.

For instance, a customer creates an account on your website; the extension rapidly provides the corresponding data to Workday. The Magento 2 Workday Integration Add-On for Improved Import & Export will help you forget about creating similar schemes manually! Follow the link below for more information regarding triggers: How to Run Magento 2 Import or Export After Specific System Event or Process.

Advanced Mapping Features

Map Workday attributes to ones used in Magento 2 and vice versa to enable automated data transfers between the two systems. The Improved Import & Export Magento 2 extension radically simplifies the Workday Magento 2 integration in terms of attributes and their values with the help of the following features:

Mapping Presets

Use our module to solve the problem of different attribute standards without headaches and enable the Magento 2 Workday integration in the most intuitive way with mapping presets – predefined mapping schemes that eliminate manual attributes matching.

You no longer need to look for unsupported attributes and fix them. Our extension performs all the necessary improvements automatically. It analyzes the input data file transferred from Workday, discovers third-party attributes, and matches them to the ones used in Magento. As for export processes, Magento 2 Workday Integration Add-One for Improved Import & Export knows what attributes are required by the financial management and HR system and modifies ones utilized in Magento according to the rules of the external platform. You only need to select a matching scheme suitable for your migration:

Matching Interface

Importing/exporting data between Workday and Magento 2 can also be based on manual attributes mapping right in the Magento admin! The Improved Import & Export module provides a unique matching interface which offers full control over the process: you specify external (internal) attributes and link them to the corresponding internal (external) ones in a particular grid enabling the data transfer. Here is how everything works:

Attribute Values Mapping

The Improved Import & Export Magento 2 extension offers a separate interface for attribute values mapping that provides the ability to simplify the Magento 2 Workday synchronization and automate it entirely. With our plugin, third-party designations will no longer interrupt transfers from Workday to Magento 2 since you can choose an external value and specify its replacement. Repeat the procedure until all third-party designations are mapped to ones utilized in Magento 2. Note that the created schemes are saved and applied for further updates. For more details, read this article: Attribute Values Mapping.

Attribute Values Editing

If attribute values mapping is not enough, you can rely on attribute values editing. Transferring data from Workday or other systems to Magento 2 can be automated with the ability to modify attribute values in bulk. Use the following rules:

• Add a prefix to multiple attribute values;
• Add a suffix to numerous attribute values;
• Split various attribute values;
• Merge many attribute values.

Note that you can combine them and create conditions increasing the efficiency of the applied changes. You can find more information in this article: How to Modify Attribute Values During Import and Export in Magento 2.

Category Mapping

You won’t use category mapping in the Magento 2 Workday integration. However, it dramatically simplifies other connection. You can match external categories to ones used internally, reducing the number of difficulties that usually occur when products are transferred from other platforms to Magento 2. The Improved Import & Export module allows mapping external product categories to ones used in your catalog as follows:

To create new categories right in the import job, choose a parent category, and specify a new one that will be generated automatically. Thus, the extension will link products to it during the import process. If your Magento 2 website doesn’t include a category from an imported file, it’s no longer a problem. You can find more information about this feature here: Category Mapping.

Attributes On The Fly

And if a data file provided from an external system lacks attributes, the Improved Import & Export Magento 2 extension lets you create them on the fly via the following general form:

Attribute|attribute_property_name:attribute_property_value|…

The feature is described here in more detail: Product attributes import.

Extended Connectivity Options

The fundamental aspect of the Improved Import & Export Magento 2 extension that enables the Magento 2 Workday integration, as well as multiple other connections, is support for additional connectivity options. Designed to improve all data transfers and make the seamless Magento 2 Workday integration possible, they include numerous file formats and two alternative ways of transferring data between your e-commerce store and external systems. As for Workday, the REST API standard is utilized as a first way of the integration.

Multiple File Standards

Although the Magento 2 Workday integration cannot be based on data files, you can leverage them in other integrations. The Improved Import & Export extension supports CSV, XML, JSON, ODS, and Excel as well as unpacks file archives automatically while the default tools work with uncompressed CSV files only!

Multiple File Sources

The following file sources can be leveraged to import and export data files between Magento 2 and external systems:

• FTP/SFTP. Transfer data files using a local or remote server.
• Dropbox. Use a Dropbox account to establish a connection between the two systems. Alternatively, you can rely on Box, OneDrive, Google Drive, iCloud, and Amazon Drive.
• URL. A direct URL can be used to import a data file as well.

Alternative Ways of Import & Export

Note that the alternative ways of import and export are not represented in Magento 2 by default. However, direct API connections are the only way to enable the Magento 2 Workday integration.

As we’ve mentioned above, the Improved Import & Export extension provides the ability to leverage REST for the Magento 2 Workday synchronization as well as other APIs if necessary. For instance, our module also works with SOAP (which is deprecated in the case of Workday) and GraphQL.

Note that all API connections support other extension’s features so that you can leverage mapping, schedules, and attributes on the fly while transferring data from Magento 2 to Workday via REST API.

As for the intermediary services, you can rely on Google Sheets, Office 365 Excel, and Zoho Sheettransferring data to your e-commerce store. Although it is impossible to utilize them for the Magento 2 Workday integration, other connections can be established with the help of various online sheets. The following image shows how to use Google Sheets to move data to Magento 2:

The video below displays other details of our extension:

Final Words

If you are looking for a tool to streamline and automate your financial management and HR workflow, choose Workday without any doubts. It is a reliable ERP system that works in both directions providing medium and big businesses with all the tools they need. With the Improved Import & Export Magento 2 extension, you can easily connect your e-commerce store to the platform automating the integration entirely. Follow the link below and contact our specialists for further information:

Get Improved Import & Export Magento 2 Extension